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iShares Global 100 ETF

258 hedge funds and large institutions have $3.47B invested in iShares Global 100 ETF in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 90 increasing their positions, 77 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 19

17% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 77

16% more capital invested

Capital invested by funds: $2.99B → $3.47B (+$483M)

9% more funds holding

Funds holding: 237258 (+21)

1.29% more ownership

Funds ownership: 72.64%73.93% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

Holders
258
Holders Change
+21
Holders Change %
+8.86%
% of All Funds
3.76%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
43
Increased
90
Reduced
77
Closed
19
Calls
$210K
Puts
Net Calls
+$210K
Net Calls Change
+$210K
Name Holding Trade Value Shares
Change
Change in
Stake
VA
126
Valmark Advisers
Ohio
$702K -$309K -4,046 -32%
NFSG
127
Newbridge Financial Services Group
Florida
$696K +$194K +2,541 +42%
PFA
128
Professional Financial Advisors
Nebraska
$670K -$11.7K -153 -2%
Cerity Partners
129
Cerity Partners
New York
$661K +$372K +4,864 +146%
Jane Street
130
Jane Street
New York
$652K -$3.6M -47,094 -85%
NA
131
NewEdge Advisors
Louisiana
$633K +$320K +4,184 +114%
BWM
132
BCS Wealth Management
Tennessee
$618K
Goldman Sachs
133
Goldman Sachs
New York
$617K +$24.1K +315 +4%
WI
134
Wintrust Investments
Illinois
$613K +$363K +4,750 +166%
RA
135
RFG Advisory
Alabama
$605K +$2.29K +30 +0.4%
OSAM
136
O'Shaughnessy Asset Management
Connecticut
$595K
Comerica Bank
137
Comerica Bank
Texas
$579K +$146K +1,909 +36%
MF
138
Montis Financial
Massachusetts
$544K +$235K +3,066 +83%
LFS
139
Legacy Financial Strategies
Kansas
$525K
NMG
140
New Millennium Group
Utah
$507K +$482K +6,303 New
MA
141
Montag & Associates
Georgia
$504K
UW
142
Unique Wealth
Florida
$503K +$841 +11 +0.2%
NAM
143
NTV Asset Management
West Virginia
$495K
AWM
144
Avaii Wealth Management
Wisconsin
$495K -$4.82K -63 -1%
Envestnet Portfolio Solutions
145
Envestnet Portfolio Solutions
Illinois
$494K -$455K -5,945 -49%
MCP
146
Mirador Capital Partners
California
$479K -$29.4K -384 -6%
PA
147
Parallel Advisors
California
$475K -$45.4K -593 -9%
GT
148
Glenmede Trust
Pennsylvania
$469K
FHC
149
First Heartland Consultants
Missouri
$463K -$20.1K -263 -4%
WCG
150
Weaver Consulting Group
California
$447K +$47.5K +621 +13%